Office 365 integration to Heeros PSA
Content
- Activate options for integrations from My Profile
- Activate integrations from sidebar
- Activate calendar integrations
- Calendar functions
- Activate Email
- Activate OneDrive integration
Description
Office 365 integration to Heeros PSA You can synchronize your Office 365 calendar, email and OneDrive with Heeros PSA.
Activating O365 Email, OneDrive and Calendar on Heeros PSA will make your daily work easier and faster, as you can read and send mail directly through Heeros PSA. You can also work with OneDrive files and create time entries and activities for calendar events.
Permission: All
Activate integrations from My Profile
My Profile > Personal Profile > Integrations
In My Profile you can define which integrations you activate for your Heeros PSA. The actual integration is done through the Integrations section in the sidebar.
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Select My Profile from the top right corner
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Scroll down to Integrations in Personal Profile view
Activate your preferred integrations
After activation the selected integrations will be visible under the Integrations header in your sidebar. Here you can complete the integrations.
Activate integrations from sidebar
Activate Calendar integration
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Select Activate Microsoft Outlook calendar
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Select the account you wish to connect
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Allow Heeros PSA to access your data
After this, Calendar integration is activated automatically
Calendar functions
Calendar synchronization allows you to display Outlook calendar entries in your Heeros PSA calendar, as well as create project specific time entries or activities to Heeros PSA.
Creating a time entry or activity from a calendar entry
Opening a previously created calendar entry from the calendar view gives you the option to turn the entry into either an hour entry or an activity.
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Click on the calendar entry to open it
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At the bottom of the view, select Options
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Select your preferred action
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Add Time entry
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Add Activity
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Fill in all necessary information
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Save
The entry moves to your Heeros PSA calendar as an hour entry or activity, depending on your selection.
Email Activation
Integrations > Email
By integrating Email, you can read and send emails directly from Heeros PSA-
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Click on Office
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Select the account you want to integrate
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Accept terms
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Log in to your account
Activate OneDrive integration
Integrations > One Drive
By activating OneDrive, you can access OneDrive files directly from Heeros PSA.
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Click OneDrive
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Select OneDrive account you want to integrate
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Accept terms
Read more about our Google Calendar Integration in Google Calendar Integration with Heeros PSA